EnRich Financial Partners LLC

CIK 0001955091 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026

Import this data to Google Sheets with:

=jivedata("enrich-financial-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: EnRich Financial Partners LLC, Managing Member
Address: 6502 GRAND TETON PLZ, SUITE 201, MADISON, WI, 53719
Phone: 6082753442
AUM: $366.9M

AUM over time

$415.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $377.1M64 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$336K	0.1%	1,169 SH	New
AMAZON COM INC	COM	$206K	0.1%	991 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.4M	1.7%Prev: 1.4%	79,799 SH	Increased+8,199 SH
AMERICAN CENTY ETF TR	AVANTIS RESPON U	$670K	0.2%Prev: 0.2%	9,065 SH	Decreased-1,727 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$208K	0.1%	2,830 SH	New
AMERICAN CENTY ETF TR	AVANTIS U S QUAL	$2.4M	0.6%	42,581 SH	New
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$974K	0.3%	15,632 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.4M	0.4%	16,531 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.1M	2.1%Prev: 1.4%	100,002 SH	Increased+38,303 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$6.1M	1.6%Prev: 0.8%	55,462 SH	Increased+27,588 SH
APPLE INC	COM	$1.6M	0.4%Prev: 0.7%	6,394 SH	Decreased-2,854 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$712K	0.2%Prev: 0.3%	1,486 SH	Decreased
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$731K	0.2%	28,868 SH	New
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$11.0M	2.9%	405,604 SH	New
COSTCO WHOLESALE CORPORATION	COM	$257K	0.1%	258 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$336K	0.1%Prev: 0.1%	7,924 SH	Decreased-2,330 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$44.0M	11.7%Prev: 11.1%	1,272,479 SH	Increased+19,489 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.7M	0.5%Prev: 0.5%	48,154 SH	Increased-5,164 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$212K	0.1%Prev: 0.1%	4,093 SH	Increased+7 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$500K	0.1%Prev: 0.1%	11,791 SH	Increased+3,236 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$16.8M	4.5%Prev: 4.0%	318,048 SH	Increased+12,707 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$39.8M	10.6%Prev: 7.6%	1,120,912 SH	Increased+310,794 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$204K	0.1%Prev: 0.1%	6,329 SH	Decreased-1,652 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$554K	0.1%Prev: 0.2%	14,265 SH	Increased+482 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$6.9M	1.8%Prev: 1.8%	96,909 SH	Increased+6,800 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$561K	0.1%Prev: 0.2%	15,255 SH	Decreased-2,519 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$32.4M	8.6%Prev: 9.9%	908,182 SH	Increased-56,587 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.4M	1.7%Prev: 1.9%	131,624 SH	Increased-7,554 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$308K	0.1%Prev: 0.1%	13,007 SH	Increased+867 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$18.3M	4.8%Prev: 5.0%	256,639 SH	Increased+8,056 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.3M	0.4%Prev: 0.4%	32,522 SH	Increased-4,540 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$32.6M	8.6%Prev: 8.9%	521,617 SH	Increased+6,440 SH
EXXON MOBIL CORP	COM	$321K	0.1%Prev: 0.1%	1,893 SH	Increased-372 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$22.9M	6.1%Prev: 6.6%	501,558 SH	Increased+68,024 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$8.5M	2.3%Prev: 2.7%	178,980 SH	Increased+13,542 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$8.3M	2.2%Prev: 2.5%	415,619 SH	Increased+41,234 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.2M	0.3%Prev: 0.3%	24,644 SH	Increased-745 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$498K	0.1%Prev: 0.1%	10,849 SH	Increased-515 SH
INVESCO QQQ TR	UNIT SER 1	$287K	0.1%Prev: 0.1%	497 SH	Increased-19 SH
ISHARES TR	CORE MSCI EAFE	$400K	0.1%Prev: 0.1%	4,418 SH	Decreased-1,167 SH
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.3%Prev: 0.3%	17,596 SH	Increased+4,382 SH
ISHARES TR	RUS 1000 GRW ETF	$838K	0.2%Prev: 0.2%	1,965 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$285K	0.1%Prev: 0.1%	1,334 SH	Increased-74 SH
KLA CORP	COM NEW	$224K	0.1%	152 SH	New
MICROSOFT CORP	COM	$568K	0.2%Prev: 0.2%	1,534 SH	Increased+65 SH
PIMCO ETF TR	MULTISECTOR BD	$23.7M	6.3%Prev: 7.1%	902,753 SH	Increased+102,090 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$286K	0.1%	440 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$388K	0.1%Prev: 0.1%	790 SH	Decreased
VANECK BITCOIN ETF	SH BEN INT	$330K	0.1%	17,244 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$8.2M	2.2%Prev: 2.8%	85,071 SH	Decreased-10,357 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$375K	0.1%Prev: 0.1%	4,854 SH	Increased+310 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$269K	0.1%Prev: 0.1%	3,430 SH	Increased+130 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$295K	0.1%Prev: 0.1%	4,007 SH	Decreased-371 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.1M	1.3%Prev: 1.5%	11,581 SH	Increased-445 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.6M	0.4%Prev: 0.5%	5,514 SH	Increased-488 SH
VANGUARD INDEX FDS	MID CAP ETF	$16.2M	4.3%Prev: 4.4%	56,367 SH	Increased+5,265 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.9M	7.4%Prev: 8.5%	46,636 SH	Increased-2,579 SH
VANGUARD INDEX FDS	SMALL CP ETF	$305K	0.1%Prev: 0.1%	1,166 SH	Increased+10 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$489K	0.1%Prev: 0.1%	1,524 SH	Increased-15 SH
VANGUARD INDEX FDS	VALUE ETF	$371K	0.1%Prev: 0.1%	1,892 SH	Increased-85 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$416K	0.1%Prev: 0.1%	7,691 SH	Increased-453 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$424K	0.1%Prev: 3.4%	8,506 SH	Decreased-197,577 SH
VANGUARD STAR FDS	VG TL INTL STK F	$342K	0.1%Prev: 0.1%	4,436 SH	Increased+49 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$691K	0.2%Prev: 0.2%	6,828 SH	Decreased-163 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $244K
ISHARES TR — $206K
SPDR S&P 500 ETF TR — $396K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001955091-26-000001	$366.9M	View
Oct 21, 2026	Q3 2026	13F-HR	0001955091-26-000006	$415.7M	View
Nov 6, 2025	Q3 2025